Capital Analysts, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1624758 FORT WASHINGTON, PA

Position in ROK

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$4,950

+$3,870 QoQ

Shares Held

-23.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,463

of 1,527 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Capital Analysts, LLC holds $7,710,431 across 17 Specialty Industrial Machinery names. ROK ranks #12 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	7,771	$3,311,378
2	EMR	Emerson Electric Co	20,041	$2,868,868
3	PH	Parker-Hannifin Corp	586	$573,178
4	CMI	Cummins Inc	703	$501,386
5	GEV	GE Vernova Inc.	180	$211,473
6	RRX	Regal Rexnord Corp	334	$79,555
7	OTIS	Otis Worldwide Corp	990	$69,453
8	ITW	Illinois Tool Works Inc	166	$44,897

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,950	10	-23.1%	Shares	Defined	2026-08-05
2026-03-31	$1,080	13	-13.3%	Shares	Defined	2026-05-14
2025-12-31	$5,836	15	-31.8%	Shares	Defined	2026-05-15
2025-09-30	$5,244	22	0.0%	Shares	Defined	2025-11-14
2025-06-30	$7,307	22	0.0%	Shares	Defined	2025-08-13
2025-03-31	$5,684	22	0.0%	Shares	Defined	2025-05-14
2024-12-31	$6,287	22	-76.8%	Shares	Defined	2025-02-14
2024-09-30	$25,503	95	+30.1%	Shares	Defined	2024-11-13
2024-06-30	$20,095	73	-8.8%	Shares	Defined	2024-08-14
2024-03-31	$23,306	80	-8.0%	Shares	Defined	2024-05-14
2023-12-31	$27,011	87	-8.4%	Shares	Defined	2024-01-30
2023-09-30	$27,157	95	+30.1%	Shares	Defined	2023-11-13
2023-06-30	$24,049	73	-63.5%	Shares	Defined	2023-08-11
2021-12-31	$69,770	200	—	Shares	Defined	2022-02-10
No filing history on record for this holder in this stock.